Coastal Investment Advisors, Inc. Diversified Active

CIK: 0001776792 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 29, 2024

Total Value ($000): $217,412 (100.0% shares, 0.0% debt)

Holdings (356)

AAPL APPLE INC 8.1%
Value ($000) $17,601 Shares 76,098 Est. Cost $96.45 Unrealized +130.1%
NVDA NVIDIA CORPORATION 6.9%
Value ($000) $15,068 Shares 109,130 Est. Cost $95.31 Unrealized +23.9%
AMZN AMAZON COM INC 4.5%
Value ($000) $9,728 Shares 51,871 Est. Cost $124.36 Unrealized +46.7%
MSFT MICROSOFT CORP 3.1%
Value ($000) $6,665 Shares 15,901 Est. Cost $157.21 Unrealized +169.1%
GOOG ALPHABET INC 2.3%
Value ($000) $5,092 Shares 30,612 Est. Cost $110.57 Unrealized +52.2%
QQQ INVESCO QQQ TR 2.2%
Value ($000) $4,880 Shares 9,810 Est. Cost $293.61 Unrealized
OXFORD LANE CAP CORP 2.2%
Value ($000) $4,701 Shares 888,696 Est. Cost $5.28 Unrealized
XLK SELECT SECTOR SPDR TR 1.9%
Value ($000) $4,141 Shares 17,710 Est. Cost $162.11 Unrealized
AVGO BROADCOM INC 1.7%
Value ($000) $3,725 Shares 20,434 Est. Cost $150.54 Unrealized +5.0%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $3,233 Shares 3,633 Est. Cost $428.55 Unrealized +101.1%
XLF SELECT SECTOR SPDR TR 1.3%
Value ($000) $2,862 Shares 61,161 Est. Cost $33.69 Unrealized
AG FIRST MAJESTIC SILVER CORP 1.3%
Value ($000) $2,784 Shares 426,270 Est. Cost $5.24 Unrealized +10.3%
MOAT VANECK ETF TRUST 1.3%
Value ($000) $2,744 Shares 28,201 Est. Cost $73.76 Unrealized
ICSH ISHARES TR 1.2%
Value ($000) $2,604 Shares 51,476 Est. Cost $50.47 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $2,549 Shares 4,317 Est. Cost $226.58 Unrealized +126.0%
TSLA TESLA INC 1.2%
Value ($000) $2,545 Shares 11,613 Est. Cost $213.92 Unrealized +6.6%
NEAR ISHARES U S ETF TR 1.2%
Value ($000) $2,517 Shares 49,508 Est. Cost $50.51 Unrealized
MSTR MICROSTRATEGY INC 1.1%
Value ($000) $2,482 Shares 12,306 Est. Cost $136.21 Unrealized +5.0%
XLV SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,405 Shares 15,542 Est. Cost $135.33 Unrealized
IVV ISHARES TR 1.1%
Value ($000) $2,351 Shares 4,005 Est. Cost $501.36 Unrealized
CRWD CROWDSTRIKE HLDGS INC 1.0%
Value ($000) $2,138 Shares 6,885 Est. Cost $274.79 Unrealized +3.4%
XLI SELECT SECTOR SPDR TR 1.0%
Value ($000) $2,098 Shares 15,067 Est. Cost $111.04 Unrealized
SGOV ISHARES TR 0.9%
Value ($000) $2,040 Shares 20,298 Est. Cost $100.30 Unrealized
ALB ALBEMARLE CORP 0.9%
Value ($000) $1,967 Shares 19,747 Est. Cost $209.97 Unrealized -58.9%
AGG ISHARES TR 0.9%
Value ($000) $1,937 Shares 19,488 Est. Cost $102.42 Unrealized
XLC SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,909 Shares 21,012 Est. Cost $77.08 Unrealized
GDX VANECK ETF TRUST 0.9%
Value ($000) $1,903 Shares 47,381 Est. Cost $28.67 Unrealized
VTI VANGUARD INDEX FDS 0.8%
Value ($000) $1,848 Shares 6,408 Est. Cost $170.80 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $1,847 Shares 11,194 Est. Cost $114.66 Unrealized +45.4%
NFLX NETFLIX INC 0.8%
Value ($000) $1,645 Shares 2,307 Est. Cost $40.28 Unrealized +66.0%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,601 Shares 9,282 Est. Cost $113.24 Unrealized +45.0%
IWM ISHARES TR 0.7%
Value ($000) $1,558 Shares 6,991 Est. Cost $169.03 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $1,534 Shares 6,928 Est. Cost $106.67 Unrealized +92.1%
IEFA ISHARES TR 0.7%
Value ($000) $1,529 Shares 19,894 Est. Cost $70.34 Unrealized
NOBL PROSHARES TR 0.7%
Value ($000) $1,502 Shares 14,010 Est. Cost $69.61 Unrealized
SHV ISHARES TR 0.7%
Value ($000) $1,495 Shares 13,548 Est. Cost $110.36 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,483 Shares 9,772 Est. Cost $113.86 Unrealized +22.9%
SHY ISHARES TR 0.7%
Value ($000) $1,418 Shares 17,189 Est. Cost $82.00 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,357 Shares 2,323 Est. Cost $438.14 Unrealized
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,356 Shares 6,869 Est. Cost $171.25 Unrealized
PFF ISHARES TR 0.6%
Value ($000) $1,338 Shares 40,088 Est. Cost $36.30 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,309 Shares 6,693 Est. Cost $81.96 Unrealized +118.0%
VGT VANGUARD WORLD FD 0.6%
Value ($000) $1,214 Shares 1,996 Est. Cost $303.32 Unrealized
AEM AGNICO EAGLE MINES LTD 0.6%
Value ($000) $1,197 Shares 15,000 Est. Cost $46.93 Unrealized +61.7%
GDXJ VANECK ETF TRUST 0.5%
Value ($000) $1,127 Shares 22,730 Est. Cost $34.21 Unrealized
ARISTA NETWORKS INC 0.5%
Value ($000) $1,092 Shares 2,642 Est. Cost $202.14 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,062 Shares 6,428 Est. Cost $101.87 Unrealized +49.1%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,043 Shares 8,404 Est. Cost $64.92 Unrealized +69.5%
LLY ELI LILLY & CO 0.5%
Value ($000) $1,036 Shares 1,114 Est. Cost $229.64 Unrealized +287.7%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $1,033 Shares 2,119 Est. Cost $330.04 Unrealized +41.1%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $997 Shares 3,606 Est. Cost $130.12 Unrealized +88.4%
CAT CATERPILLAR INC 0.4%
Value ($000) $957 Shares 2,429 Est. Cost $154.16 Unrealized +119.7%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $951 Shares 1,802 Est. Cost $489.86 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $915 Shares 2,448 Est. Cost $121.35 Unrealized +38.7%
ITA ISHARES TR 0.4%
Value ($000) $898 Shares 5,843 Est. Cost $157.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $894 Shares 1,944 Est. Cost $261.57 Unrealized +69.0%
GBIL GOLDMAN SACHS ETF TR 0.4%
Value ($000) $891 Shares 8,912 Est. Cost $99.95 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $887 Shares 1,465 Est. Cost $300.96 Unrealized +82.2%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $875 Shares 10,673 Est. Cost $69.07 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $873 Shares 4,955 Est. Cost $108.51 Unrealized +31.8%
GWW GRAINGER W W INC 0.4%
Value ($000) $870 Shares 793 Est. Cost $828.37 Unrealized +15.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $866 Shares 20,058 Est. Cost $39.01 Unrealized -1.6%
WMB WILLIAMS COS INC 0.4%
Value ($000) $854 Shares 16,731 Est. Cost $25.94 Unrealized +61.0%
KLAC KLA CORP 0.4%
Value ($000) $850 Shares 1,024 Est. Cost $593.10 Unrealized +30.7%
PULS PGIM ETF TR 0.4%
Value ($000) $849 Shares 17,095 Est. Cost $49.22 Unrealized
AXON AXON ENTERPRISE INC 0.4%
Value ($000) $808 Shares 1,844 Est. Cost $307.13 Unrealized +12.2%
COIN COINBASE GLOBAL INC 0.4%
Value ($000) $802 Shares 4,086 Est. Cost $84.08 Unrealized +138.2%
TDG TRANSDIGM GROUP INC 0.4%
Value ($000) $788 Shares 558 Est. Cost $886.27 Unrealized +30.0%
GRMN GARMIN LTD 0.4%
Value ($000) $770 Shares 4,585 Est. Cost $122.41 Unrealized +38.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $762 Shares 1,248 Est. Cost $306.81 Unrealized +68.3%
IEMG ISHARES INC 0.3%
Value ($000) $719 Shares 12,471 Est. Cost $52.14 Unrealized
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $714 Shares 1,403 Est. Cost $453.33 Unrealized +14.9%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $692 Shares 2,815 Est. Cost $185.54 Unrealized +29.5%
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $679 Shares 2,407 Est. Cost $270.41 Unrealized +2.2%
NUVEEN VIRGINIA QLTY MUNCPL 0.3%
Value ($000) $672 Shares 51,669 Est. Cost $13.43 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $667 Shares 2,056 Est. Cost $238.43 Unrealized +31.3%
ITOT ISHARES TR 0.3%
Value ($000) $667 Shares 5,212 Est. Cost $70.60 Unrealized
ABRDN NATL MUN INCOME FD 0.3%
Value ($000) $660 Shares 60,073 Est. Cost $12.63 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $659 Shares 13,045 Est. Cost $50.32 Unrealized
XYZ BLOCK INC 0.3%
Value ($000) $656 Shares 9,151 Est. Cost $166.16 Unrealized -61.1%
MRK MERCK & CO INC 0.3%
Value ($000) $651 Shares 5,933 Est. Cost $67.57 Unrealized +67.2%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $650 Shares 6,449 Est. Cost $75.16 Unrealized +31.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $648 Shares 4,009 Est. Cost $120.90 Unrealized +26.3%
KRE SPDR SER TR 0.3%
Value ($000) $627 Shares 10,721 Est. Cost $57.73 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $618 Shares 1,996 Est. Cost $181.85 Unrealized +46.7%
BARRICK GOLD CORP 0.3%
Value ($000) $613 Shares 30,700 Est. Cost $16.64 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $612 Shares 7,906 Est. Cost $56.45 Unrealized
SLV ISHARES SILVER TR 0.3%
Value ($000) $604 Shares 21,173 Est. Cost $20.47 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $600 Shares 2,740 Est. Cost $187.08 Unrealized
IBB ISHARES TR 0.3%
Value ($000) $600 Shares 4,117 Est. Cost $143.62 Unrealized
IEF ISHARES TR 0.3%
Value ($000) $597 Shares 6,234 Est. Cost $93.78 Unrealized
IHAK ISHARES TR 0.3%
Value ($000) $594 Shares 11,757 Est. Cost $50.47 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $593 Shares 4,201 Est. Cost $105.54 Unrealized +32.1%
PAVE GLOBAL X FDS 0.3%
Value ($000) $583 Shares 13,821 Est. Cost $40.43 Unrealized
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $580 Shares 3,340 Est. Cost $190.71 Unrealized -22.2%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $577 Shares 7,154 Est. Cost $194.18 Unrealized -65.6%
ADBE ADOBE INC 0.3%
Value ($000) $567 Shares 1,112 Est. Cost $515.42 Unrealized +6.4%
USRT ISHARES TR 0.3%
Value ($000) $564 Shares 9,322 Est. Cost $60.45 Unrealized
T AT&T INC 0.3%
Value ($000) $557 Shares 26,190 Est. Cost $15.15 Unrealized +24.0%
GE GE AEROSPACE 0.3%
Value ($000) $555 Shares 2,882 Est. Cost $103.50 Unrealized +62.2%
PSX PHILLIPS 66 0.2%
Value ($000) $543 Shares 4,010 Est. Cost $105.83 Unrealized +21.3%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $530 Shares 21,310 Est. Cost $13.61 Unrealized +45.9%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $523 Shares 1,079 Est. Cost $480.37 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $518 Shares 3,070 Est. Cost $149.09 Unrealized 0.0%
DVY ISHARES TR 0.2%
Value ($000) $515 Shares 3,811 Est. Cost $98.91 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $511 Shares 2,539 Est. Cost $137.98 Unrealized
V VISA INC 0.2%
Value ($000) $503 Shares 1,791 Est. Cost $165.15 Unrealized +62.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $500 Shares 4,160 Est. Cost $62.17 Unrealized +76.6%
FXD FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $490 Shares 7,747 Est. Cost $55.73 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.2%
Value ($000) $485 Shares 2,428 Est. Cost $177.13 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $479 Shares 5,724 Est. Cost $46.91 Unrealized +47.2%
WMT WALMART INC 0.2%
Value ($000) $471 Shares 5,861 Est. Cost $50.33 Unrealized +44.0%
PEP PEPSICO INC 0.2%
Value ($000) $448 Shares 2,543 Est. Cost $120.25 Unrealized +35.5%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $442 Shares 5,200 Est. Cost $43.23 Unrealized +62.9%
CMI CUMMINS INC 0.2%
Value ($000) $441 Shares 1,303 Est. Cost $178.74 Unrealized +61.1%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $430 Shares 9,912 Est. Cost $17.86 Unrealized +71.9%
TLT ISHARES TR 0.2%
Value ($000) $422 Shares 4,500 Est. Cost $92.16 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $418 Shares 5,939 Est. Cost $43.13 Unrealized +52.2%
LOW LOWES COS INC 0.2%
Value ($000) $407 Shares 1,450 Est. Cost $128.04 Unrealized +84.4%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $407 Shares 17,365 Est. Cost $20.69 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INC 0.2%
Value ($000) $401 Shares 33,779 Est. Cost $14.29 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $393 Shares 775 Est. Cost $257.06 Unrealized +79.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $388 Shares 7,787 Est. Cost $30.99 Unrealized +46.9%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $381 Shares 4,105 Est. Cost $69.82 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $380 Shares 1,561 Est. Cost $169.08 Unrealized +44.4%
SMDV PROSHARES TR 0.2%
Value ($000) $371 Shares 5,356 Est. Cost $64.63 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $370 Shares 6,747 Est. Cost $37.46 Unrealized +29.2%
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $359 Shares 3,112 Est. Cost $84.58 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $356 Shares 3,748 Est. Cost $121.21 Unrealized -25.3%
HD HOME DEPOT INC 0.2%
Value ($000) $354 Shares 853 Est. Cost $221.51 Unrealized +59.2%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $354 Shares 4,163 Est. Cost $61.51 Unrealized +18.8%
UNP UNION PAC CORP 0.2%
Value ($000) $348 Shares 1,420 Est. Cost $173.70 Unrealized +35.1%
SO SOUTHERN CO 0.2%
Value ($000) $348 Shares 3,871 Est. Cost $49.21 Unrealized +65.9%
HDV ISHARES TR 0.2%
Value ($000) $345 Shares 2,890 Est. Cost $90.73 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $334 Shares 4,605 Est. Cost $58.20 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $314 Shares 5,178 Est. Cost $47.15 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $313 Shares 582 Est. Cost $358.39 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $307 Shares 10,549 Est. Cost $29.43 Unrealized -9.3%
SPSB SPDR SER TR 0.1%
Value ($000) $305 Shares 10,150 Est. Cost $30.58 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $303 Shares 4,490 Est. Cost $72.67 Unrealized -24.0%
ALAB ASTERA LABS INC 0.1%
Value ($000) $302 Shares 4,655 Est. Cost $46.93 Unrealized 0.0%
SMH VANECK ETF TRUST 0.1%
Value ($000) $302 Shares 1,156 Est. Cost $205.11 Unrealized
HNDL STRATEGY SHS 0.1%
Value ($000) $298 Shares 13,496 Est. Cost $22.90 Unrealized
SILA SILA REALTY TRUST INC 0.1%
Value ($000) $295 Shares 11,571 Est. Cost $25.53 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $295 Shares 24,127 Est. Cost $15.58 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $287 Shares 1,343 Est. Cost $110.19 Unrealized +85.4%
SDY SPDR SER TR 0.1%
Value ($000) $286 Shares 2,002 Est. Cost $118.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $285 Shares 1,213 Est. Cost $107.31 Unrealized +76.1%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $275 Shares 2,560 Est. Cost $98.77 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $267 Shares 4,050 Est. Cost $46.66 Unrealized +27.3%
FTXL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $264 Shares 2,717 Est. Cost $72.21 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $264 Shares 20,502 Est. Cost $11.66 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $258 Shares 1,341 Est. Cost $113.05 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $252 Shares 1,262 Est. Cost $136.71 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $252 Shares 863 Est. Cost $217.08 Unrealized +16.9%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $252 Shares 3,135 Est. Cost $66.06 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $249 Shares 1,998 Est. Cost $56.73 Unrealized +95.8%
IJR ISHARES TR 0.1%
Value ($000) $246 Shares 2,100 Est. Cost $102.55 Unrealized
REGL PROSHARES TR 0.1%
Value ($000) $246 Shares 2,979 Est. Cost $69.66 Unrealized
TRGP TARGA RES CORP 0.1%
Value ($000) $245 Shares 1,469 Est. Cost $136.82 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $245 Shares 3,258 Est. Cost $34.71 Unrealized +95.6%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $245 Shares 4,858 Est. Cost $41.25 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $243 Shares 4,154 Est. Cost $47.93 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $240 Shares 5,607 Est. Cost $52.34 Unrealized -19.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $234 Shares 2,828 Est. Cost $65.33 Unrealized +14.6%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $232 Shares 7,871 Est. Cost $25.50 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $231 Shares 4,762 Est. Cost $45.60 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $230 Shares 275 Est. Cost $710.77 Unrealized 0.0%
BIL SPDR SER TR 0.1%
Value ($000) $225 Shares 2,453 Est. Cost $91.65 Unrealized
BGC BGC GROUP INC 0.1%
Value ($000) $224 Shares 23,865 Est. Cost $6.09 Unrealized +51.7%
BA BOEING CO 0.1%
Value ($000) $223 Shares 1,500 Est. Cost $258.15 Unrealized -33.6%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $221 Shares 1,146 Est. Cost $180.47 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $217 Shares 2,274 Est. Cost $88.37 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $215 Shares 548 Est. Cost $281.16 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $211 Shares 3,333 Est. Cost $88.53 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $206 Shares 3,791 Est. Cost $42.28 Unrealized +10.7%
NKE NIKE INC 0.1%
Value ($000) $206 Shares 2,521 Est. Cost $96.00 Unrealized -20.8%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $205 Shares 2,071 Est. Cost $69.62 Unrealized +33.6%
XMQTX BLACKROCK MUNIYIELD QUALITY 0.1%
Value ($000) $204 Shares 19,175 Est. Cost $12.40 Unrealized
H HYATT HOTELS CORP 0.1%
Value ($000) $203 Shares 1,330 Est. Cost $108.15 Unrealized +35.7%
ISHARES TR 0.1%
Value ($000) $201 Shares 8,655 Est. Cost $23.24 Unrealized
COHEN & STEERS TOTAL RETURN 0.1%
Value ($000) $198 Shares 15,218 Est. Cost $10.58 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $197 Shares 1,062 Est. Cost $151.11 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $194 Shares 3,124 Est. Cost $50.57 Unrealized +8.8%
BITO PROSHARES TR 0.1%
Value ($000) $193 Shares 10,260 Est. Cost $18.77 Unrealized
RIOT RIOT PLATFORMS INC 0.1%
Value ($000) $188 Shares 21,565 Est. Cost $24.88 Unrealized -65.2%
NUVEEN SELECT TAX-FREE INCOM 0.1%
Value ($000) $184 Shares 12,250 Est. Cost $15.98 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $183 Shares 3,057 Est. Cost $59.36 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $176 Shares 2,930 Est. Cost $41.15 Unrealized
PSMJ PACER FDS TR 0.1%
Value ($000) $165 Shares 5,850 Est. Cost $19.79 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $164 Shares 494 Est. Cost $227.60 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $164 Shares 20,257 Est. Cost $6.78 Unrealized
NUVEEN AMT-FREE MUN VALUE FD 0.1%
Value ($000) $163 Shares 11,408 Est. Cost $16.25 Unrealized
GNL GLOBAL NET LEASE INC 0.1%
Value ($000) $162 Shares 19,544 Est. Cost $10.17 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $161 Shares 910 Est. Cost $162.85 Unrealized
CLSK CLEANSPARK INC 0.1%
Value ($000) $159 Shares 14,700 Est. Cost $12.70 Unrealized 0.0%
VLUE ISHARES TR 0.1%
Value ($000) $159 Shares 1,429 Est. Cost $86.88 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $154 Shares 3,677 Est. Cost $24.83 Unrealized +56.1%
SPYG SPDR SER TR 0.1%
Value ($000) $146 Shares 1,718 Est. Cost $65.85 Unrealized
BLACKROCK MUN INCOME TR 0.1%
Value ($000) $143 Shares 13,550 Est. Cost $9.52 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $135 Shares 3,224 Est. Cost $35.41 Unrealized +6.6%
QYLD GLOBAL X FDS 0.1%
Value ($000) $134 Shares 7,326 Est. Cost $21.77 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $133 Shares 1,364 Est. Cost $84.44 Unrealized
EATON VANCE MUN BD FD 0.1%
Value ($000) $133 Shares 12,461 Est. Cost $12.44 Unrealized
BKKT BAKKT HOLDINGS INC 0.1%
Value ($000) $124 Shares 11,140 Est. Cost $14.74 Unrealized +0.4%
DWS STRATEGIC MUN INCOME TR 0.1%
Value ($000) $122 Shares 12,000 Est. Cost $11.92 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $120 Shares 448 Est. Cost $194.56 Unrealized
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $111 Shares 2,200 Est. Cost $50.35 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $109 Shares 2,068 Est. Cost $58.18 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $107 Shares 445 Est. Cost $227.88 Unrealized -0.1%
EWM ISHARES INC 0.0%
Value ($000) $101 Shares 3,896 Est. Cost $25.88 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $99 Shares 2,126 Est. Cost $44.94 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $98 Shares 914 Est. Cost $113.17 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $96 Shares 594 Est. Cost $100.99 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $95 Shares 850 Est. Cost $83.21 Unrealized +16.5%
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $94 Shares 15,247 Est. Cost $5.65 Unrealized
DDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $88 Shares 2,326 Est. Cost $34.07 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $87 Shares 552 Est. Cost $125.64 Unrealized
NUVEEN N Y MUN VALUE FD 0.0%
Value ($000) $86 Shares 10,120 Est. Cost $9.95 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $83 Shares 347 Est. Cost $250.50 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $82 Shares 2,000 Est. Cost $38.47 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $80 Shares 1,830 Est. Cost $38.86 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $35.19 Unrealized
STKL SUNOPTA INC 0.0%
Value ($000) $74 Shares 11,565 Est. Cost $4.52 Unrealized +29.8%
ILCB ISHARES TR 0.0%
Value ($000) $72 Shares 892 Est. Cost $72.47 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $71 Shares 1,600 Est. Cost $41.62 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $69 Shares 240 Est. Cost $270.80 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $68 Shares 130 Est. Cost $323.18 Unrealized +47.0%
IYH ISHARES TR 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $61.91 Unrealized
IHE ISHARES TR 0.0%
Value ($000) $64 Shares 900 Est. Cost $67.90 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $64 Shares 15,500 Est. Cost $2.29 Unrealized 0.0%
XBI SPDR SER TR 0.0%
Value ($000) $63 Shares 639 Est. Cost $90.07 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $62 Shares 1,154 Est. Cost $47.71 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $59 Shares 320 Est. Cost $137.21 Unrealized
MORT VANECK ETF TRUST 0.0%
Value ($000) $58 Shares 5,106 Est. Cost $11.50 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $58 Shares 540 Est. Cost $95.43 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $56 Shares 595 Est. Cost $85.73 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $55 Shares 343 Est. Cost $139.55 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $54 Shares 673 Est. Cost $77.72 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $53 Shares 1,176 Est. Cost $39.10 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $52 Shares 471 Est. Cost $119.29 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $50 Shares 580 Est. Cost $75.50 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $49 Shares 519 Est. Cost $86.65 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $48 Shares 1,053 Est. Cost $41.66 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $47 Shares 570 Est. Cost $79.62 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $46 Shares 519 Est. Cost $84.07 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 182 Est. Cost $195.16 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $42 Shares 480 Est. Cost $81.95 Unrealized
QDPL PACER FDS TR 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $32.67 Unrealized
PSMO PACER FDS TR 0.0%
Value ($000) $36 Shares 1,300 Est. Cost $26.13 Unrealized
IHF ISHARES TR 0.0%
Value ($000) $35 Shares 618 Est. Cost $95.07 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $34 Shares 643 Est. Cost $50.10 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $33 Shares 240 Est. Cost $151.61 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $32 Shares 1,519 Est. Cost $25.13 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $31 Shares 671 Est. Cost $45.61 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $29 Shares 226 Est. Cost $131.57 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $28 Shares 789 Est. Cost $34.29 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $28 Shares 320 Est. Cost $82.96 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $27 Shares 1,650 Est. Cost $14.86 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $27 Shares 392 Est. Cost $63.32 Unrealized
SPMD SPDR SER TR 0.0%
Value ($000) $27 Shares 482 Est. Cost $53.32 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $27 Shares 524 Est. Cost $50.69 Unrealized
PSCW PACER FDS TR 0.0%
Value ($000) $26 Shares 1,015 Est. Cost $24.61 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $26 Shares 1,240 Est. Cost $21.75 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $25 Shares 550 Est. Cost $46.14 Unrealized
XNTK SPDR SER TR 0.0%
Value ($000) $25 Shares 120 Est. Cost $182.39 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $113.45 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $23 Shares 447 Est. Cost $51.27 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $23 Shares 541 Est. Cost $42.95 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $23 Shares 234 Est. Cost $93.02 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $22 Shares 639 Est. Cost $31.33 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $20.65 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $22 Shares 362 Est. Cost $53.79 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $22 Shares 582 Est. Cost $36.37 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $21 Shares 636 Est. Cost $32.69 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $21 Shares 800 Est. Cost $21.98 Unrealized
BILS SPDR SER TR 0.0%
Value ($000) $20 Shares 206 Est. Cost $99.29 Unrealized
PTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $19 Shares 400 Est. Cost $44.11 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $18 Shares 600 Est. Cost $28.04 Unrealized
XHE SPDR SER TR 0.0%
Value ($000) $18 Shares 200 Est. Cost $87.94 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 190 Est. Cost $85.62 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $17 Shares 100 Est. Cost $156.47 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $17 Shares 390 Est. Cost $42.38 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $16 Shares 500 Est. Cost $31.81 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $16 Shares 280 Est. Cost $51.59 Unrealized
QVMT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $16 Shares 305 Est. Cost $49.87 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 380 Est. Cost $32.46 Unrealized
BKKT/WS BAKKT HOLDINGS INC 0.0%
Value ($000) $14 Shares 134,100 Est. Cost $0.48 Unrealized
PSFF PACER FDS TR 0.0%
Value ($000) $14 Shares 479 Est. Cost $24.71 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $14 Shares 190 Est. Cost $71.63 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 201 Est. Cost $68.49 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 410 Est. Cost $32.94 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $13 Shares 115 Est. Cost $108.76 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $13 Shares 250 Est. Cost $49.22 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 100 Est. Cost $108.19 Unrealized
SM SM ENERGY CO 0.0%
Value ($000) $12 Shares 261 Est. Cost $41.40 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 56 Est. Cost $176.11 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $11 Shares 507 Est. Cost $21.72 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 189 Est. Cost $51.02 Unrealized
INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 176 Est. Cost $50.01 Unrealized
ISCV ISHARES TR 0.0%
Value ($000) $10 Shares 150 Est. Cost $61.20 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $9 Shares 35 Est. Cost $232.01 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $73.10 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $8 Shares 84 Est. Cost $89.61 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $8 Shares 78 Est. Cost $86.18 Unrealized
KOMP SPDR SER TR 0.0%
Value ($000) $8 Shares 150 Est. Cost $48.06 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 52 Est. Cost $134.82 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $7 Shares 128 Est. Cost $54.51 Unrealized
COMT ISHARES U S ETF TR 0.0%
Value ($000) $7 Shares 260 Est. Cost $27.00 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $7 Shares 50 Est. Cost $125.71 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $7 Shares 142 Est. Cost $43.36 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $6 Shares 101 Est. Cost $46.07 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.40 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $6 Shares 50 Est. Cost $111.58 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 290 Est. Cost $18.85 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 85 Est. Cost $67.05 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $5 Shares 51 Est. Cost $111.76 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 16 Est. Cost $317.79 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5 Shares 214 Est. Cost $22.76 Unrealized
QUS SPDR SER TR 0.0%
Value ($000) $5 Shares 30 Est. Cost $124.03 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $5 Shares 63 Est. Cost $70.88 Unrealized
SMIN ISHARES TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $79.62 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 138 Est. Cost $27.14 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 60 Est. Cost $65.86 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $4 Shares 110 Est. Cost $32.55 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $4 Shares 77 Est. Cost $47.02 Unrealized
IGHG PROSHARES TR 0.0%
Value ($000) $4 Shares 47 Est. Cost $76.33 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $3 Shares 26 Est. Cost $133.19 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.50 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 144 Est. Cost $20.46 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.72 Unrealized
HYHG PROSHARES TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $63.90 Unrealized
PSMD PACER FDS TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.08 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 139 Est. Cost $18.55 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $2 Shares 125 Est. Cost $20.33 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $68.44 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $2 Shares 31 Est. Cost $48.27 Unrealized +33.8%
XTN SPDR SER TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $84.77 Unrealized
LAND GLADSTONE LD CORP 0.0%
Value ($000) $2 Shares 125 Est. Cost $13.34 Unrealized
PROSHARES TR 0.0%
Value ($000) $1 Shares 132 Est. Cost $11.86 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $45.80 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $1 Shares 30 Est. Cost $45.29 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $1 Shares 48 Est. Cost $25.25 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $1 Shares 150 Est. Cost $9.62 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $87.94 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $1 Shares 38 Est. Cost $27.94 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $87.99 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $122.00 Unrealized
BWX SPDR SER TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $22.21 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $104.40 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.77 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $115.92 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.14 Unrealized
WIP SPDR SER TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $39.90 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.67 Unrealized
CMBS ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $47.10 Unrealized